Frazier Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $102K | Hold |
300
| – | – | 0.07% | 98 |
|
2025
Q1 | $92K | Sell |
300
-361
| -55% | -$111K | 0.07% | 92 |
|
2024
Q4 | $214K | Buy |
661
+361
| +120% | +$117K | 0.17% | 46 |
|
2024
Q3 | $94.3K | Sell |
300
-25
| -8% | -$7.86K | 0.07% | 97 |
|
2024
Q2 | $96.7K | Buy |
325
+25
| +8% | +$7.44K | 0.08% | 97 |
|
2024
Q1 | $86.4K | Hold |
300
| – | – | 0.07% | 111 |
|
2023
Q4 | $78.7K | Buy |
+300
| New | +$78.7K | 0.07% | 104 |
|